Evercore Inc.
EVR- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001360901
No open-market purchases or sales by Evercore Inc. insiders were filed in the last 90 days; 714 institutions reported holding it in 13F filings for Q2 2026, worth $12.2B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Evercore Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 421
- +31 vs. Q4 2022
- Shares held
- 32.6M
- −98.5K (−0.3%) vs. Q4 2022
- Total value
- $3.75B
- +$180.4M (+5.0%) vs. Q4 2022
- New holders
- 71
- 139 more added
- Sold out
- 40
- 140 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 714 | $12.2B |
| Q1 2026 | 657 | $10.5B |
| Q4 2025 | 636 | $11.9B |
| Q3 2025 | 629 | $11.7B |
| Q2 2025 | 566 | $9.65B |
| Q1 2025 | 551 | $6.87B |
| Q4 2024 | 584 | $9.23B |
| Q3 2024 | 514 | $8.41B |
| Q2 2024 | 471 | $7.04B |
| Q1 2024 | 474 | $6.47B |
| Q4 2023 | 437 | $5.70B |
| Q3 2023 | 398 | $4.59B |
| Q2 2023 | 400 | $4.14B |
| Q1 2023 | 421 | $3.75B |
| Q4 2022 | 395 | $3.58B |
| Q3 2022 | 369 | $2.66B |
| Q2 2022 | 382 | $2.98B |
| Q1 2022 | 406 | $3.78B |
| Q4 2021 | 439 | $4.67B |
| Q3 2021 | 426 | $4.64B |
| Q2 2021 | 429 | $5.03B |
| Q1 2021 | 411 | $4.93B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Evercore Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 338,059 | $39.0M | 0.00% | +25,054+8.0% | Added |
| First Trust Advisors LP | 351,327 | $40.5M | 0.05% | −42,463−10.8% | Reduced |
| Fisher Asset Management, LLC | 355,930 | $41.1M | 0.02% | −15,805−4.3% | Reduced |
| Norges Bank | 368,965 | $42.6M | 0.01% | +14,090+4.0% | Added |
| Boston Partners | 396,865 | $45.5M | 0.06% | +17,462+4.6% | Added |
| Invesco Ltd. | 445,105 | $51.4M | 0.01% | +267,842+151.1% | Added |
| Bahl & Gaynor Inc | 476,770 | $55.0M | 0.30% | −20,321−4.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 496,592 | $57.3M | 0.35% | +383+0.1% | Added |
| Bank of New York Mellon Corp | 515,239 | $59.4M | 0.01% | +1,841+0.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 548,860 | $63.3M | 0.24% | −371,100−40.3% | Reduced |
| Primecap Management Co | 621,280 | $71.7M | 0.06% | +42,400+7.3% | Added |
| Geode Capital Management, LLC | 629,364 | $72.6M | 0.01% | −10,575−1.7% | Reduced |
| Morgan Stanley | 697,411 | $80.5M | 0.01% | −18,235−2.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 724,661 | $83.6M | 0.48% | +101,467+16.3% | Added |
| Millennium Management LLC | 838,178 | $96.7M | 0.11% | −122,761−12.8% | Reduced |
| Massachusetts Financial Services Co | 878,275 | $101.3M | 0.03% | +7,331+0.8% | Added |
| Dimensional Fund Advisors LP | 887,321 | $102.4M | 0.03% | +17,843+2.1% | Added |
| State Street Corp | 1,041,401 | $120.2M | 0.01% | +1,190+0.1% | Added |
| JPMorgan Chase & Co | 1,576,899 | $181.9M | 0.02% | −26,987−1.7% | Reduced |
| BlackRock Inc. | 3,354,341 | $387.0M | 0.01% | −99,189−2.9% | Reduced |
| Vanguard Group Inc | 3,720,453 | $429.3M | 0.01% | −44,405−1.2% | Reduced |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −150,645−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −116,760−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −81,488−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −23,413−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −14,233−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −10,318−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −9,920−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −8,628−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −8,571−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −6,823−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,075−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −4,103−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −3,428−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −3,236−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −2,105−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −1,942−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −1,882−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |
| Boenning & Scattergood, Inc. | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |